Planview Portfolios
Planview® Portfolios enables enterprises to accelerate strategic execution by seamlessly integrating business and technology planning, optimizing resources, and leveraging the power of embedded AI — Planview Anvi™ — to deliver breakthrough products, services, and customer experiences. This unified approach aligns strategy with execution, driving enhanced business performance across the organization.
By empowering teams to strategically allocate resources and accelerate high-priority initiatives, Portfolios helps organizations adapt to change and respond to shifting market demands with greater agility. It increases speed-to-value, improves responsiveness, and ensures that every strategic investment delivers measurable business impact.
To support end-to-end work orchestration, Planview Portfolios provides robust, comprehensive capabilities across five key pillars that work together to drive organizational success — Strategy, Planning, Execution, Analytics & Reporting, and AI.
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Project Insight
Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.
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Elate
Elate is an AI-powered strategy execution platform that helps organizations plan, track, and execute their strategic initiatives in one system. Built for Strategy, Operations, and Chief of Staff leaders, Elate provides structured tools for creating strategic plans, managing objectives and initiatives, and monitoring progress across complex orgs.
Teams use Elate to define objectives, connect initiatives and outcomes, assign ownership, and maintain alignment across departments. Real-time dashboards and hierarchy views show how work rolls up to organizational priorities and where execution may be at risk.
Elate includes Strategy Advisor, a strategy-specific AI capability that analyzes plan structure and progress updates to identify risks, summarize status, and surface insights for better decision making. Reporting tools generate leadership-ready summaries and reduce manual reporting effort.
Elate acts as a strategy execution partner, not a project or portfolio management tool.
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